Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Melville , NY, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$97,000,000.00
Gross Revenue
$650,000.00
# of Accounts
525
Avg Client Age
65
Overview

after 24 years of running my own RIA, I formed an alliance with a larger firm to handle my compliance and bookkeeping so I could focus on servicing and growing my practice on Long Island and in Bucks County PA.
I want to recruit other CFP Fiduciaries to join me in this model which allows for a contingency and succession plan while expanding my current resources to include comprehensive planning and life insurance.

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